Brown Financial Advisors’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Brown Financial Advisors’s Portfolio XSVN Stock Details XSVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.94M	Buy	104,423 +33,479	+47%	+$1.58M	1.72%	11
2026 Q1	$3.39M	Buy	70,944 +16,724	+31%	+$804K	1.28%	18
2025 Q4	$2.6M	Buy	54,220 +244	+0.5%	+$11.8K	0.95%	32
2025 Q3	$2.6M	Buy	53,976 +2,491	+5%	+$119K	0.96%	33
2025 Q2	$2.47M	Sell	51,485 -1,617	-3%	-$76.5K	0.96%	33
2025 Q1	$2.54M	Buy	53,102 +14,925	+39%	+$699K	1.05%	31
2024 Q4	$1.77M	Buy	38,177 +16,927	+80%	+$801K	0.71%	43
2024 Q3	$1.04M	Sell	21,250 -21,801	-51%	-$1.06M	0.43%	72
2024 Q2	$2.02M	Buy	+43,051	New	+$2.01M	0.9%	31

Other funds holding XSVN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Brown Financial Advisors's XSVN Position: Q2 2026 in Review

Brown Financial Advisors increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 47% in Q2 2026, buying an estimated $1.58M and bringing the position to 104,423 shares worth $4.94M. The position accounts for 1.72% of the portfolio, ranked #11.

Brown Financial Advisors first reported a position in XSVN in Q2 2024 and has held it in 9 quarters since. 64 funds tracked by Wall St. Rank hold XSVN as of Q2 2026.

Brown Financial Advisors held 104,423 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $4.94M as of Q2 2026.
Brown Financial Advisors bought 33,479 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q2 2026, an estimated $1.58M.
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 1.72% of Brown Financial Advisors's portfolio in Q2 2026, its #11 holding.
Brown Financial Advisors first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2024 and has held it in 9 quarters since.
64 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.